Ask Harry

Harry speaks with Susan Turnbull, the founder and principal of Personal Legacy Advisors, on the subject of how to create an ethical will.More on Susan: https://www.personallegacyadvisors.com/Harry answers more questions at: https://askharry.info/Get Harry's book, "Get Your Ducks In A Row": https://www.margolisbloom.com/get-your-ducks-in-a-rowGet your own podcast at www.pod617.com/contact

Harry speaks with Susan Turnbull, the founder and principal of Personal Legacy Advisors on the subject of an introduction to ethical wills.More on Susan: https://www.personallegacyadvisors.com/

Harry talks with his colleague Laura Goodman, an associate at Margolis & Bloom, on the subject of powers of attorney.

Harry airy talks with his colleague Laura Goodman, an associate at Margolis & Bloom, on the subject of probate avoidance.

Harry talks with attorney Sarah Henry about the various aspects of homestead declarations.

Harry Talks with attorney Mirele Mann about ABLE accounts. Mirele is a junior associate at Margolis & Bloom. She graduated from Northeastern University School of Law in 2020. As a law student, Mirele clerked at Goulston & Storrs and the U.S. District Court for the District of Massachusetts, and also participated in the Immigrant Justice Clinic and Prisoners’ Rights Clinic. She became interested in Trusts & Estates after taking courses in Elder Law and Income Taxation.Mirele received both her B.A. and M.P.H. from the University of Michigan.Originally from Michigan, Mirele spent several years living abroad before law school and has traveled to over 30 countries. She is fluent in Spanish.

Harry continues his talk with financial planner Lori Gervais, co-author of "PASS IT ON: Transferring Wealth, Wisdom, and Financial Smarts to Future Generations." Lori covers her advice on teaching children to be stewards of wealth.More on Lori at https://gervaiswealthmanagement.com/Get your own show! pod617.com can produce a podcast for you. Get in touch with us now at www.pod617.com/contact

Harry talks with financial planner Lori Gervais, co-author of "PASS IT ON: Transferring Wealth, Wisdom, and Financial Smarts to Future Generations." More on Lori at https://gervaiswealthmanagement.com/Get your own show! pod617.com can produce a podcast for you. Get in touch with us now at www.pod617.com/contact

Harry continues his talk with Melissa Langa of Bove & Langa on the subject of international estate planning,More on Melissa at www.bovelanga.comFind Melissa's book, International Estate Planning: A Reference Guide, here: https://www.amazon.com/International-Estate-Planning-Reference-Guide/dp/1578235359pod617.com can produce a podcast for you. Get in touch with us now at www.pod617.com/contact

Harry talks with Melissa Langa of Bove & Langa on the subject of international estate planning, More on Melissa at www.bovelanga.comFind Melissa's book, International Estate Planning: A Reference Guide, here: https://www.amazon.com/International-Estate-Planning-Reference-Guide/dp/1578235359pod617.com can produce a podcast for you. Get in touch with us now at www.pod617.com/contact

Harry continues his chat with holistic planner and host of the TV show Master Your Future Rajiv Nagaich on the subject of where one needs to be at age 75 when it comes to estate planning.

Harry chats with Rajiv Nagaich, an elder law attorney licensed to practice in the State of Washington. Rajiv teaches elder law at the University of Washington as an adjunct professor and guest lectures at other Law Schools. More info: https://lifepointlaw.com/rajiv-nagaich/

Harry talks with Retirement Coach and Retirement Speaker Dorian Mintzer on how to manage retirement.More on Dr. Mintzer here: https://revolutionizeretirement.com/Produce your own podcast at www.pod617.com

Harry talks with Retirement Coach and Retirement Speaker Dorian Mintzer on deciding when toi retire.More on Dr. Mintzer here: https://revolutionizeretirement.com/Produce your own podcast at www.pod617.com

Harry talks with his colleague Laura Goodman about retirement plans payable to special needs trusts after the Secure Act.

Harry continues his talk with financial planner Gabrielle Clemens about the intersection of financial planning and divorce. More on Gabrielle: https://us.rbcwealthmanagement.com/clemenswmg/about-our-team

Harry talks with financial planner Gabrielle Clemens about the intersection of financial planning and divorce. More on Gabrielle: https://us.rbcwealthmanagement.com/clemenswmg/about-our-team

Harry is joined by his colleague Laura Goodman to discuss estate planning in the age of the coronavirus. More on Laura: http://www.margolis.com/laura-goodmanA production of The Boston Podcast Network. Interested in your own podcast? Visit www.pod617.com

Harry continues his talk with Nora Yousif of Empower Wealth Management on financial considerations for aging parents. More on Nora: https://us.rbcwealthmanagement.com/empowerwealthgroup/contact

Harry talks with Nora Yousif of Empower Wealth Management on financial considerations for aging parents. More on Nora: https://us.rbcwealthmanagement.com/empowerwealthgroup/contact